Portada del podcast

The Cannabis Investing Podcast

  • Looking for the Bud Light of cannabis

    16 MAY. 2024 · Alex Carchidi talks why he's https://seekingalpha.com/author/alexander-carchidi?source=cip_podcast:bud_light_of_cannabis on the cannabis sector, but not ready to buy stocks (1:15) except for IIPR (2:15). 2 cannabis stocks worth looking at (7:25). Tilray the only international option (13:30). Who looks good in Canada (16:40). Why Alex avoids MSOS ETF (22:30). Legalization, rescheduling and incremental change (23:20). Show Notes: https://seekingalpha.com/news/4107645-biden-administration-reportedly-moves-to-reclassify-marijuana?source=cip_podcast:bud_light_of_cannabishttps://seekingalpha.com/article/4679074-trulieve-cannabis-up-over-122-percent-in-2024-but-where-does-it-go-next?source=cip_podcast:bud_light_of_cannabis https://seekingalpha.com/article/4680998-what-cannabis-reform-in-germany-means-for-north-american-marijuana-companies?source=cip_podcast:bud_light_of_cannabis https://seekingalpha.com/article/4679969-canopy-growth-is-climbing-but-it-wont-last?source=cip_podcast:bud_light_of_cannabis https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:bud_light_of_cannabis For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:bud_light_of_cannabis https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=cip_podcast:bud_light_of_cannabis
    26m 56s
  • What has Verano so optimistic about the cannabis industry?

    14 MAY. 2024 · Verano (https://seekingalpha.com/symbol/VRNOF?source=cip_podcast:what_has_verano_optimistic) CEO George Archos and CIO Aaron Miles on recent earnings and why they're the most optimistic they've been (0:45). Company transparency like state by state data (7:50) and what metrics they're each focused on (12:05). Why they're so excited about Florida, Ohio and Pennsylvania (14:35). The federal regulation roller coaster (21:05). Show Notes:https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:mario_naric_canada_shakeout_phase https://seekingalpha.com/article/4670795-how-retail-investors-should-evaluate-cannabis-stocks?source=cip_podcast:what_has_verano_optimistic https://seekingalpha.com/article/4659014-cannabis-investors-what-you-should-know?source=cip_podcast:what_has_verano_optimistic https://seekingalpha.com/article/4690906-verano-holdings-corp-vrnof-q1-2024-earnings-call-transcript?source=cip_podcast:what_has_verano_optimistic https://seekingalpha.com/news/4103855-white-house-mum-where-biden-stands-marijuana-rescheduling?source=cip_podcast:what_has_verano_optimistic https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:mario_naric_canada_shakeout_phase For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:what_has_verano_optimistic https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=cip_podcast:what_has_verano_optimistic
    27m 26s
  • Mario Naric on Canada's shakeout phase

    30 ABR. 2024 · Mario Naric, CEO and Founder of Motif Labs, discusses being in the shakeout phase of cannabis in Canada (1:00). Staying private while public companies suffer (5:25). How to grow market share in Canada (12:53). Near-term reality for big Canadian LPs like https://seekingalpha.com/symbol/TLRY?source=cip_podcast:mario_naric_canada_shakeout_phase and Canopy Growth (18:00). Different products for different markets within US and Canada (23:20). Where should investors allocate their capital in this space? (40:40) Show Notes: https://seekingalpha.com/article/4578176-oh-no-canada?source=cip_podcast:mario_naric_canada_shakeout_phase https://seekingalpha.com/article/4631552-cannabis-investing-with-alan-brochstein-and-julian-lin-reits-and-canadian-lps-over-msos?source=cip_podcast:mario_naric_canada_shakeout_phase https://seekingalpha.com/news/4096610-us-drug-control-agency-reschedule-marijuana?source=cip_podcast:mario_naric_canada_shakeout_phase https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:mario_naric_canada_shakeout_phase For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:mario_naric_canada_shakeout_phase https://motiflabs.ca/?source=cip_podcast:mario_naric_canada_shakeout_phase
    45m 34s
  • Cannabist CEO David Hart on breathtaking volatility and technical overhangs

    26 FEB. 2024 · David Hart recently became CEO of https://seekingalpha.com/symbol/CBSTF?source=cip_podcast:cannabist_ceo_david_hart and is focused on building a strong asset base in the US cannabis market (1:35). Metrics and internal expectations, wholesale business; finding ways to improve margin profile and cash generation (11:25). Is more transparency coming?(14:45) Thoughtful ways of approaching debt (17:10). Industry rallies, price drops and technical overhangs (26:40). Show Notes: https://seekingalpha.com/news/3993377-cresco-labs-columbia-care-call-off-merger?source=cip_podcast:cannabist_ceo_david_hart https://seekingalpha.com/article/4670795-how-retail-investors-should-evaluate-cannabis-stocks?source=cip_podcast:cannabist_ceo_david_hart https://seekingalpha.com/news/4056931-the-cannabist-company-enters-into-debt-repurchase-agreement?source=cip_podcast:cannabist_ceo_david_hart https://seekingalpha.com/symbol/CBSTF/ratings/quant-ratings?source=cip_podcast:cannabist_ceo_david_hart https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:cannabist_ceo_david_hart For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:cannabist_ceo_david_hart
    38m 59s
  • How retail investors should evaluate cannabis stocks

    15 FEB. 2024 · Bengal Capital's Jerry Derevyanny shares his evolving thoughts on 280E and the process of https://seekingalpha.com/news/4054870-hhs-document-shows-recommendation-reschedule-marijuana?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks cannabis (2:20). Some uncomfortable truths about how investors should be evaluating cannabis stocks (8:30). When will companies become more transparent? (21:40) Who is handling debt well and who isn't (27:15). Examples of sustainable value creation in the industry (34:00). https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks Show Notes: https://seekingalpha.com/article/4669254-bengal-capital-fy2023-letter?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks https://seekingalpha.com/article/4591061-where-is-the-value-in-cannabis-stocks?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks
    57m 42s
  • An unvarnished look at New York + California cannabis markets

    1 FEB. 2024 · Katie Neer and Hirsh Jain break down the dispiriting New York and California cannabis markets (3:00). What the 2 states have gotten wrong, and why it's not being corrected (9:55). Dysfunction and pushing regulators and the law to work better (34:45). Are there investment opportunities in either market? (47:40) https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:unvarnished_look_ny_california_cannabis Show Notes: https://seekingalpha.com/article/4592498-unpacking-new-york-and-california-cannabis-markets?source=cip_podcast:unvarnished_look_ny_california_cannabis https://seekingalpha.com/article/4569218-whats-the-deal-with-new-york-cannabis?source=cip_podcast:unvarnished_look_ny_california_cannabis https://seekingalpha.com/article/4534430-california-cannabis-market-deep-dive-part-ii-podcast-transcript?source=cip_podcast:unvarnished_look_ny_california_cannabis For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:unvarnished_look_ny_california_cannabis https://twitter.com/canpod1?source=cip_podcast:unvarnished_look_ny_california_cannabis on Twitter https://www.dickinsonavella.com/katie-neer?source=cip_podcast:unvarnished_look_ny_california_cannabis https://twitter.com/anandastrategy?source=cip_podcast:unvarnished_look_ny_california_cannabis
    58m 9s
  • Alan Brochstein on rescheduling overexcitement, MSOs, Canada and the burden of 280E

    25 ENE. 2024 · Alan Brochstein thinks investors are overly excited about the recent rescheduling announcement, which he says is really no news at all (2:20) Balance sheets, debt, income tax payable and the burden of 280E (4:00) California and New York continuing challenges (23:20) What's right and wrong with Canada (32:30) Broad and specific thoughts on MSOs (38:10). https://seekingalpha.com/mp/1417-420-investor/subscribe?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e Show Notes: https://seekingalpha.com/article/4644914-beaten-up-planet-13-solid-cannabis-investment?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/article/4664062-trulieve-is-cheap-but-perhaps-risky?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/article/4661513-curaleaf-is-a-bad-cannabis-investment?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/article/4660562-why-organigram-is-my-favorite-cannabis-stock?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/article/4631552-cannabis-investing-with-alan-brochstein-and-julian-lin-reits-and-canadian-lps-over-msos?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://twitter.com/canpod1?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e on Twitter
    50m 51s
  • De-risking psychedelics: Compass Pathways, Cybin and Atai

    9 ENE. 2024 · Alex Carchidi https://seekingalpha.com/author/alexander-carchidi?source=cip_podcast:derisking_psychedelics_compass_cybin_atai us on the psychedelic sector and what critical catalysts are approaching (1:30). Why Compass Pathways, Cybin, and Atai make the most sense for investors at this point (15:00). Pros and cons of 4 main industry stocks, including MindMed (29:50). https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:derisking_psychedelics_compass_cybin_atai Show Notes: https://seekingalpha.com/article/4617387-psychedelic-stocks-super-risky-biotechs-low-on-cash-make-small-bets?source=cip_podcast:derisking_psychedelics_compass_cybin_atai https://seekingalpha.com/article/4616920-psychedelic-stocks-dont-bet-on-just-1-company?source=cip_podcast:derisking_psychedelics_compass_cybin_atai https://seekingalpha.com/article/4568576-scrutinizing-psychedelic-stocks?source=cip_podcast:derisking_psychedelics_compass_cybin_atai https://seekingalpha.com/article/4560100-cybin-a-leading-early-stage-psychedelics-play?source=cip_podcast:derisking_psychedelics_compass_cybin_atai For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:derisking_psychedelics_compass_cybin_atai https://twitter.com/canpod1?source=cip_podcast:derisking_psychedelics_compass_cybin_atai on Twitter
    48m 11s
  • Investing In cannabis? Stay patient, be ready

    4 ENE. 2024 · A rundown of reasons to be https://seekingalpha.com/news/4052105-cannabis-stocks-gain-amid-report-dea-reviewing-legal-status?source=cip_podcast:investing_cannabis_stay_patient_be_ready and some compelling advice from some of our favorite 2023 https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:investing_cannabis_stay_patient_be_ready. Why https://seekingalpha.com/article/4637773-chris-demuth-talks-cannabis-safe-banking-plus-shf-holdings?source=cip_podcast:investing_cannabis_stay_patient_be_ready likes the opportunity in cannabis (1:20) https://seekingalpha.com/article/4631552-cannabis-investing-with-alan-brochstein-and-julian-lin-reits-and-canadian-lps-over-msos?source=cip_podcast:investing_cannabis_stay_patient_be_ready on M&A, debt and disappointment (10:05) https://seekingalpha.com/author/alan-brochstein-cfa?source=cip_podcast:investing_cannabis_stay_patient_be_ready waiting for catalysts while working through tough times (12:20) https://seekingalpha.com/article/4636345-is-it-really-time-to-be-bullish-on-cannabis-stocks?source=cip_podcast:investing_cannabis_stay_patient_be_ready discusses the best way to invest in this space (13:35) https://seekingalpha.com/article/4635860-cannabis-stocks-have-been-rallying-but-when-will-capital-flow-into-the-industry?source=cip_podcast:investing_cannabis_stay_patient_be_ready on SG&A containment, gross margins and using the right metrics (17:20). https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:investing_cannabis_stay_patient_be_ready For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:investing_cannabis_stay_patient_be_ready https://twitter.com/canpod1?source=cip_podcast:investing_cannabis_stay_patient_be_ready on Twitter
    21m 9s
  • Cannabis investors - what you should know

    21 DIC. 2023 · Nick Gastevich, aka https://seekingalpha.com/user/49607348?source=cip_podcast:cannabis_investors_what_you_should_know, talks Q3 cannabis efforts; avoiding dilution, equity raises or adding further debt (2:30). Navigating the industry as a retail investor; companies that protect shareholders (14:00). The future of 280E, catalysts definitely needed (24:00). 7 stocks - what's working, what's not (30:00). Show Notes: https://seekingalpha.com/article/4574176-what-cannabis-stocks-should-be-in-your-portfolio?source=cip_podcast:cannabis_investors_what_you_should_know https://seekingalpha.com/article/4497256-searching-for-cannabis-catalysts?source=cip_podcast:cannabis_investors_what_you_should_know https://seekingalpha.com/article/4356544-cannabis-investors-should-be-looking-for-good-stewards-of-capital-podcast?source=cip_podcast:cannabis_investors_what_you_should_know https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:cannabis_investors_what_you_should_know For full access to analyst ratings, stock quant scores as well as dividend grades, http://seekingalpha.com/subscriptions?source=cip_podcast:cannabis_investors_what_you_should_know. https://twitter.com/CannaVestments?source=cip_podcast:cannabis_investors_what_you_should_know on Twitter https://twitter.com/canpod1?source=cip_podcast:cannabis_investors_what_you_should_know on Twitter
    51m 7s

On Seeking Alpha's Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis and psychedelics industries. C-level executives, analysts and...

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On Seeking Alpha's Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis and psychedelics industries.

C-level executives, analysts and sector experts share portfolio picks, highlight industry trends and help you think through your investing approach.

Transcripts: seekingalpha.com/cannabisinvestingpodcast
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